Wisdom Capital Asset Management, Llc
- Regulatory AUM
- $71.0M
- Discretionary
- $71.0M
- Clients
- 29
- Avg AUM / client
- $2.4M
- Accounts
- 49
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 21 | $40.9M | 57.6% |
| Pooled investment vehicles (non-investment companies) | 1 | $8.6M | 12.0% |
| Other investment advisers | 2 | $511K | 0.72% |
| Corporations and other businesses | 2 | $1.5M | 2.12% |
| Other | 3 | $19.6M | 27.6% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Sep 2024 · $944K combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Athena, Sp Of 4 Alts Platform Spc feeder | Hedge Fund | Cayman Islands | $944K | 2 |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Roberto Bandelli | President, Cco And Portfolio Manager | Aug 2013 (13y) | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $944K gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Athena, Sp Of 4 Alts Platform Spc | Hedge Fund | $944K | $500K | 2 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.18 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Interactive Brokers $62.5M (88% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗